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Elasticsearch

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Is your organization considering Elasticsearch? Then this is a must-watch video with some great overview information.

The key take-aways and content include:

  • SES and Verity will be deprecated in PeopleTools 8.56
  • SES will be supported in PeopleTools 8.55 until April 2018
  • Do not deploy Elasticsearch from their website, there is a very specific PeopleSoft version that needs to be deployed
  • Utilizes PeopleSoft security so any search returns will only return information that the user is subject to view based on the PeopleSoft security setup
  • The video discusses 3 cases or situations those deploying Elasticsearch may encounter
    • Fresh install: (No SES currently deployed but may have Verity)
    • Migration: Move from SES currently in use with planned down time for the conversion over to Elasticsearch
    • Migration: Move from SES with a live cutover (no down time for SES during the transition)
  • The bulk of the video discusses 7 steps to transition to Elasticsearch in good detail:
    • Estimate resource requirements
    • Deploy on server using DPK
    • Take new features and fixes to PeopleSoft and Elasticsearch
    • Perform acceptance testing
    • Build PeopleSoft search indexes on Elasticsearch
    • Configure PeopleSoft integration with Elasticsearch
    • Migrate to Elasticsearch instance

If you would like additional information on Elasticsearch, or have any other PeopleSoft related questions please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Classic Plus To Harmonize With Fluid

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Oracle continues to invest and enhance PeopleSoft, now offering a Classic Plus option with Tools 8.56 which makes PeopleSoft Classic look and feel more like Fluid.

Check out Oracle’s Blog – “2016 Year In Review, 2017 Looking Forward

Here is a snippet of what you will find in the Oracle Blog.

  1. Deliver, Deliver, Deliver

“Speaking of technology, we plan to deliver PeopleTools 8.56 in 2017. Among other new capabilities, we plan to introduce what’s currently referred to as Classic Plus, a modernizing face lift to the Classic UI, which will harmonize the user experience between Classic and Fluid pages. Other planned investment areas in PeopleTools 8.56 focus on enhancements to Fluid, Search . . .. For a complete list, watch for the posting of the Pre-Release Notes on My Oracle Support.

Oracle Resources: Planned Features and Enhancements (Doc Id 1966243.2), Cumulative Feature Overview Tool, PeopleSoft Apps Strategy Blog, PeopleSoft Legislative Updates Blog, PeopleSoft Technology Blog, PeopleSoft Information Portal”

As the various components become available, PeopleSoft clients on Tools 8.56 will be able to use PeopleSoft Classic Plus on pages that are not available in Fluid.

If you have any questions about PeopleSoft Classic and Fluid Pages or any PeopleSoft topics, reach out to us. We are here to help!

2017 Education and Networking Conferences

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Have you planned your education and networking budget for 2017?  In addition to the Oracle PeopleSoft website, www.peoplesoftinfo.com, there are several user groups that organize in-person and virtual monthly meetings along with annual conferences.  User groups are great resources for:

  • Product and customer information
  • To see what topics are trending with customers
  • Presentation and education opportunities for customers

As you plan your education and travel budget, you may want to consider having your team members cover different conferences to expand your team’s knowledge base and network, including:

• Healthcare Information Management Systems Society:
− HiMSS17: “Where The Brightest Minds In Health and IT Meet” www.himssconference.org
February 19 – 23, 2017 Orange County Convention Center, Orlando FLConferences

• Higher Ed User Group:
− Alliance 2017:  Feb 27 – March 2, 2017, MGM Grand, Las Vegas NV

• Public Sector User Group:  www.PSUGonline.org

• Federal Users Network (FUN):  www.federalusersnetwork.com

• Quest International User Group:
Quest− COLLABORATE: Technology and applications forum for the Oracle Community April 2–6, 2017, Mandalay Bay, Las Vegas NV
− RECONNECT:  PeopleSoft Deep Dive,  July 17 – 21, 2017, Hyatt Regency O’Hare, Rosemont IL
− SIG (special industry group) Experience Week:  dates to be announcedOHUG

• Oracle Human Capital Management (HCM) User Group:
− Global Conference:  June 6 – 9, 2017, Rosen Centre Hotel, Orlando FL

conferences

 

• Oracle Healthcare Industry User Group:
− Interact 2017:June 18–21, 2017 Rosen Shingle Creek, Orlando FL

• Oracle OpenWorld:  October 1 – 5, 2017, San Francisco CA

If we can be of any assistance please do not hesitate to reach out to us.

Guided Self-Service

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PeopleSoft 9.2 delivers a new way to process manager self-service transactions called Guided Self-Service. This is a framework under which various MSS transactions, such as promotion, transfers etc., can be configured in a wizard-like approach. This way of processing HR transactions removes the emphasis on screens and navigations and puts the emphasis on business processes.

The functionality was first introduced in Image 9 and since then has been constantly improved. There are a number of benefits that Guided Self-Service offers over traditional manager self-service.

  1. It is developed using Fluid architecture so it delivers a great user experience, irrespective of the device being used. For self-service transactions, this is a must-have feature.
  2. It is configurable to show or hide various personal and job information details. This is extremely useful when organizations do not want certain information visible to employees.
  3. It is configured to use specific action/reason (instead of showing the entire list of reason codes to employees or adding customizations). There is also a provision to add custom reasons that are not part of Job data. I would not recommend this in most of the circumstances except where the organization wants to collect more finely detailed reasons but does not want to maintain them on the job.
  4. Multiple steps can be performed as part of the same transaction. For example, a promotion transaction can supplement a pay change and full/part status change. The steps are configurable.
  5. It fully supports Approval Workflow Engine (AWE). Different transactions can be configured for different approvals paths.
  6. Oracle delivers the following business processes that can be modified:
    • Change Full / Part Time Status
    • Demote Employee
    • Promote Employee
    • Request Ad Hoc Salary Change
    • Request Location Change (Image 14)
    • Request Leave of Absence (used for unpaid leaves of absence) (Image 21)
    • Request Paid Leave of Absence (Image 21)
    • Request Reporting Change (Image 14)
    • Retire Employee
    • Terminate Employee
    • Transfer Employee
  7. Organizations can create and register their own business processes.
  8. For position-managed organizations, the functionality updates position data when location or reports-to transactions are processed.
  9. It fully supports text catalogs, related actions and simplified analytics.
  10. In Image 20, the functionality has been extended to provide attachment functionality. Now managers can attach documents at the initiation of the transaction.
  11. In Image 21, the functionality has been extended to provide paid leave of absence.
  12. On the administrative side, the functionality allows automatic job updates.

 

There are various other features and functions that are offered through Guided Self-Service. Click below to access the Video Feature Overview (VFO) of the functionality from Oracle. https://www.youtube.com/watch?v=GyCjjvmws7w

If you are thinking about service delivery optimization and business process improvement, keep Guided Self-Service on your radar. Oracle is going to stop support for traditional manager self-service by the end of this year and will only support Guided Self-Service. Click below to access Oracle statement of direction. https://support.oracle.com/epmos/faces/SearchDocDisplay?_adf.ctrl-state=9e9gpwche_9&_afrLoop=563366102330204

As always – if you have any questions regarding Guided Self-Service or any other PeopleSoft questions do not hesitate to contact us.

Idea Spaces – My Oracle Support Community

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Idea spaces, which can be found under My Oracle Support Communities (you will need an Oracle login and password to access) are not new to the Oracle site but have taken on greater value under the new continuous delivery model. Through Idea Spaces, individuals can submit enhancement requests, rate submissions made by others, share information and best practices and have direct input into the enhancements and changes being made to the applications.

In a recent PeopleSoft Talk with Marc Weintraub: Featuring Rebekah Jackson Rebekah touched on Idea Spaces as an important area of the My Oracle Support Community. This is a valuable tool for individuals to leverage the new continuous delivery model we now live in.

Next time you have an idea on how to enhance or improve an application within your PeopleSoft applications, logon to your My Oracle Support and voice your opinion on Idea Spaces. You can’t complain if you don’t vote!

Be sure to check-out the full version of the PeopleSoft Talk session with Rebekah to hear more about some of the exciting enhancements and changes planned for both PeopleSoft HCM and ERP in 2017.

If you have any questions regarding Idea Spaces or any PeopleSoft questions at, all we are here to help. Contact us anytime.

PeopleSoft Partner Summit

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peoplesoft partner summit

Having attended the PeopleSoft Partner Summit, MIPRO Consulting is energized by all the opportunities we have to assist PeopleSoft customers.  PeopleSoft’s commitment is stronger than even and is laser-focused on customer value.  New products like the PeopleSoft Cloud Manager will provide customers the best of both worlds, the outstanding functionality of PeopleSoft as well as the ability to manage all and/or some of their environments in Oracle Cloud. The possibilities are endless.

In the HCM sessions modernizing of self-service, delivering the new fluid total rewards in Image 20 to the upcoming Self-Service for Position Management were exciting.  Along with simple features like the ability to now store attachments in self-service, coupled with all the new analytics on the roadmap, PeopleSoft continues to demonstrate their commitment focused on customer value.

To learn more about the PeopleSoft Partner Summit click here to read Mark Weintraub’s recap which was posted on the Oracle Blog.

As always, feel free to reach out to us at any time with any of your PeopleSoft related questions.

PeopleSoft Fluid and Classic WorkCenter Scope

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PeopleSoft Fluid and Classic WorkCenter Scope was introduced in PeopleSoft FSCM Update Image 19 in June 2016. If enabled, PeopleSoft Fluid and Classic WorkCenter Scope allows the end user to select filters to better narrow, or filter, the content in their WorkCenter. One scope or multiple scopes can be defined. When the end user changes scopes, they are changing the set of filter values applied to all the configured My Work links. This gives them the ability to quickly change between work for different operations with one drop down list selection.   Users may want to setup scopes for different regions, groups of buyers, groups of business units, etc.

Here is an example for WorkCenter Scope setup in the Billing WorkCenter.

As you can see from the image below, there are multiple scopes defined for geographic regions. Users can configure their own scope based on the criteria needed.

workcenter-scope-1

When a new scope is selected, the work information in My Work changes to reflect the content of that scope.

workcenter-scope-2

To edit the scope, click on the pencil and it will bring up the current scopes. You can edit or add.

workcenter-scope-3

If we look at North America, we can see the scope matches that content in My Worklist.

workcenter-scope-4

Clicking on the edit, allows us to define what is going to be presented in that worklist. For instance if we edit invoices not finalized, we can see the filter options available to the user.

workcenter-scope-5

workcenter-scope-6This can present some good options for users if they do work across business units, work certain invoices, billing specialists work a joint list, etc.

If you would like more information on PeopleSoft Fluid or Classic WorkCenter Scope or have any other questions, please contact me at larry.zagata@miproconsulting.com.

FSCM Navigation Collection Configurations

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If you have been following our blog in the past few weeks, you may have noticed a pattern. We have been talking about and expanding on the ideas of the FLUID Navigation tools available as of Image 20. (Click here if you missed our last blog.)

In addition to the FSCM Navigation Collections that are pre-built, you can also add additional Navigation Collections to your FLUID Tiles.

In order to enable a specific Navigation Collection, you need to make the Tile available. But the process is easy, just follow these 10 simple steps.

Step 1: Using the NavBar, navigate to >PeopleTools>Portal>Tile Wizard.

configuration-1

Step 2: Click on the CREATE NEW TILE button.

configuration-2

Step 3: Fill out the basic information of the title of the Navigation Collection.

configuration-3

Step 4: Choose the data type. In this case it is Navigation Collection.

configuration-4

Step 5: Choose the appropriate available Navigation Collection name.

configuration-5

Step 6: Choose a few additional options of the Navigation collection type and whether the panel is collapsible.

configuration-6

Step 7: Choose the owner ID, parent and whether to make the Tile public.

configuration-7

Step 8: Choose a specific image, Tile size, and other options such as where the Tile can be placed (homepage, navbar and dashboard).

configuration-8

Step 9: Review and hit the publish button.

configuration-9

Step 10: Add the Tile to the appropriate FLUID Homepage as previously defined.

configuration-10

The newly created FLUID navigation collection Tile is present.

configuration-11

By clicking on the Tile, you can see the BI Publisher content available in FLUID.

configuration-12

If you would like more information on FLUID or FLUID NavBar or any of the FSCM Navigation collections, please email me at larry.zagata@miproconsulting.com.

 

Simplified Analytics

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Have you heard? Simplified Analytics were delivered with PeopleTools 8.55! Simplified Analytics allow end users to create their own FLUID reports based on pre-defined templates. For the end users, it is designed to be intuitive and user friendly. In order for end users to leverage Simplified Analytics, developers or power users must enable the functionality by associating one or more pivot grid models (or base templates) to a component. That action will present the My Analytics option on the FLUID tile. See below.

simplified-analytics-1

Once enabled, end users can easily create new reports based on the templates available in these easy steps.

Step 1:Click on the + sign in the My Analytics tile. This will bring up the report creation process.

simplified-analytics-2

Give the analytics a name. Select the type of report from the options list. You have the option to choose a chart or not or use a simple table or pivot grid.simplified-analytics-3

Step 2: Click Next. This provides options to choose all suppliers or specific suppliers and filter out a specific set ID and/or supplier ID. It also allows the user to choose which fields will appear in the analytics. These choices all can change depending on the template setup by the developer or power user.simplified-analytics-4

Step 3: Click Next. This will bring up the report. On the left the user can filter and the details can be drilled into at the bottom.simplified-analytics-5

Step 4: Click Save and the report is available for viewing.simplified-analytics-6

Step 5: Click on the report to show the final product.simplified-analytics-7

If you would like more information on Simplified Analytics, please email me at larry.zagata@miproconsulting.com.

 

PeopleTools 8.55 – The Sunset of Crystal Reports and Enhancements to BI Publisher

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Sunset Crystal Reports Enhancement of BI Publisher

For several years, Oracle has been indicating that Crystal Reports was a technology of the past and has encouraged customers to take advantage of BI Publisher. Well that day has come! PeopleTools 8.55 will not support the use of Crystal Reports. Don’t be alarmed, the capabilities now available to you will make you wish you never had a three-ring binder full of static, stale, snapshot reports. The tools (Pivot Grids, Simplified Analytics) that will replace many of your old reports will provide you with fresh, actionable data to make better decisions to run your business. For those situations where you need static data, month-end for example, BI Publisher is your tool of choice.

Here are some of the new features that Oracle has built into BI Publisher in PeopleTools 8.55.

  • PeopleTools has created a BI Publisher report user role (XMLP Report User) that allows users to schedule and run reports. Users with this role can also open a majority of BI Publisher report definitions in read-only mode.
  • Report developers can delete report definitions from the results grid of the report definition search page.
  • PeopleTools delivers a copy report definition page that simplifies report development by enabling report developers to copy report definitions.
  • BI Publisher for PeopleSoft now enables you to develop PDF reports that users can edit and then submit the changes to be saved in a database. The submittable PDF report functionality is available for delivered self-service reports and for customer-created reports.
  • Beginning in PeopleTools 8.55 you can change the data source of an existing report definition. When a user clicks the link the data source type and data source ID field become editable. An option to cancel data source changes is available, allowing a report developer to revert back to initial state.
  • PeopleTools enables you to include attachments from external sources with BI Publisher PDF report output. The source attachments are converted to PDF format and then merged with the main report. The report is then displayed to the end users or delivered to report manager. To convert attachments to PDF output, BI Publisher utilizes Oracle’s Outside In Technology (OIT), a product that enables the transformation and control of more than 600 file formats, including documents from office suites, specialty formats, and legacy files.
  • You can distribute reports using email to recipients that do not have PeopleSoft user profiles. This feature enables you to distribute BI Publisher reports to external users whose email addresses are stored in the database, file server, or other location.

For questions regarding your upgrade to PeopleTools 8.55, taking advantage of the new features, or help with creating your new reports and analytics, please reach out to us.

©2017 MIPRO Unfiltered